Automated invoicing system

Stripe, PayPal, Clickup, Gmail

   

99fold | | @99foldai

 

 

 

Summary

Automated database and email scheduling system for efficient invoicing and client management by linking your vendor portal with your client database and communication channels.

  1. Connect to Vendor (e.g., Stripe, PayPal)
    Establish a connection with the payment vendor to facilitate transactions.

  2. Link to Client Database (e.g., Clickup, Google Sheets)
    Integrate the vendor with the client database for seamless data access.

  3. Search Client Database
    Perform a search within the client database to locate specific client information.

  4. Get Client Emails
    Extract email addresses of clients from the database for communication purposes.

  5. Update Invoice Status
    Modify the status of invoices based on payment or other criteria.

  6. Schedule Invoice Reminder
    Set up reminders for upcoming invoice payments to ensure timely follow-ups.

  7. Send Automated Emails to Clients
    Dispatch automated emails to clients regarding their invoices and payment reminders.

 

 

Integrations

  Low-friction integration with your existing apps, workflow, and systems

 

 

Workflow

 


Seamlessly integrate your existing payment vendor, such as Stripe, PayPal

 



Connect your existing client database, such as Clickup, Airtable, Google Sheets


 


Auto schedule email events from your existing client database

 

 

Outcomes

Tasks

  • Auto invoice reminders to pending unpaid client invoices
  • Linked to your own database/system
  • Auto update invoices with status linked to payment account e.g. Stripe

Benefits

  • Save you $1000’s per year in lost invoicing
  • Eliminate manual checking and human error with invoice retrieval and collection
  • Streamlined invoicing leads to faster payments and improved cash flow
  • Keep clients informed, enhancing satisfaction and loyalty
  • Reduce manual tasks allows teams to focus on strategic initiatives, driving business growth

 

 

Example

Example of automated workflow (replace with your own tasks/apps)

 

Integrate payment vendor cycle
 

Connect to your custom client database app

Process Retrieved Data

Analyse and prepare the retrieved data for the outbound phone call process.

Initiate Outbound Calls

Begin the outbound calling process using the prepared data.

Log Call Results

Record the outcomes of each call in the designated columns of the sheet.

Review and Adjust

Assess the results and make necessary adjustments to the workflow as needed.

 

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